Fundraising Fox

Yifan Lai

Investor

Principal at Wellington Management

New York, New York

Writes $10M – $50M checks Β· typically $25M

Experience

  1. Wellington ManagementPrincipalcurrent2024 β€” presentNew York, New York, United States
  2. Runway Growth CapitalPrincipal2023 β€” 2024New York, New York, United States
  3. Runway Growth CapitalVice President2021 β€” 2022
  4. Runway Growth CapitalAssociate2020 β€” 2021New York, New York, United States
  5. Freemark PartnersSenior Associate2017 β€” 2020New York, New York
  6. DriverFinance Lead2016 β€” 2017San Francisco Bay Area
  7. Goldman SachsInvestment Banking Analyst2014 β€” 2016Greater New York City Area
  8. Goldman SachsInvestment Banking Summer Analyst2013Greater New York City Area
  9. University of IowaResident Assistant2010 β€” 2013Iowa City, Iowa Area
  10. J.P. MorganSummer Analyst2012Greater Chicago Area
  11. The University of Iowa Krause FundAnalyst - Energy Sector2012Iowa City, Iowa Area
  12. Northern Trust Global InvestmentsIntern - Mutual Funds & Fixed Income Product Management2011Greater Chicago Area

Education

  1. University of IowaBachelor of Business Administration (B.B.A.), Finance2009 β€” 2013
  2. ζ΅™ζ±Ÿηœζ­ε·žεΈ‚θ§ε±±δΈ­ε­¦2006 β€” 2009

Skills & more

Leadership10Analysis4Analytical Skills4Financial Modeling17Valuation32Data Analysis32Equity Research8Student Affairs2Portfolio Management4Peer Leadership1Investments13Event Planning2
+12 moreProgram ManagementFixed IncomeEconomicsCorporate FinanceFinanceDerivativesHedge FundsInvestment BankingDCFFinancial AnalysisAlternative InvestmentsVBA

Languages Chinese Β· English Β· German

  • Level 10 (top national level) - Classical Piano β€” Chinese Musicians Association
  • Advanced Open Water Diver β€” PADI
  • Series 79 β€” FINRA

From Yifan's professional profile.

Same school

Shared employers

Colleagues at Wellington Management